The short answer
Use customer-wise price lists when two retailers should see different agreed rates for the same tile. Set the retailer’s product access separately, then test the exact product and selling unit in their view. In CeramicPortal, assigning a rate list does not automatically make every product visible.
Keep these in mind
- Check product access and price assignment separately.
- Compare the same SKU and selling unit in two retailer views.
- Review the assignment again when the commercial agreement changes.
Decide what differs between your customers
A wholesale rate is meaningful only when the customer, product and unit are clear. A showroom buying a regular range may have one agreement; another retailer may buy a different assortment at another rate. Start by writing down those differences instead of creating a new price list for every conversation.
Give each list a useful commercial name and assign someone to maintain it. Avoid names such as New Rate or Final List that become ambiguous after the next revision. Your team should know which list is current and which retailers use it.
Use two controls for two decisions
| Question | Control to review | What to check |
|---|---|---|
| May this retailer browse this tile? | Product visibility | The product is present or absent in their catalogue. |
| Which rate applies to this tile? | Assigned price list | The visible product shows the intended rate and unit. |
| Can this request be fulfilled? | Order review | The supplier checks the actual request before continuing. |
A lower rate is not a reason to expose a product range that a retailer should not see. Equally, showing a tile does not tell you that its price assignment is correct. Review both controls before asking a retailer to place an order.
Work through a two-retailer example
Create or review the two commercial lists, assign the intended list to each customer and check the premium range’s visibility independently. Open each retailer’s view and inspect the same SKU. Check that BOX has not been confused with a price per piece or square metre.
If the result is wrong, examine the customer assignment before changing the master product. A global edit made to solve one retailer’s issue can affect a broader group than intended.
Run a small check before wider rollout
- Choose two test customer records with different intended rate lists.
- Choose a shared product and one product that should be hidden from one customer.
- Confirm each customer’s list and product access in Admin.
- Check the retailer view: product identity, price unit, visible range and hidden range.
- Record the reviewed agreement outside the app if your team needs an approval record. Repeat the check after a material change.
Keep the commercial agreement clear
A price list records the rates your business maintains; it does not negotiate them or synchronise an external supplier’s prices automatically. Confirm how your selling rate, discount and tax presentation are being used before sending a commercial document.
For an evaluation, bring two representative customer agreements to a demo and ask to see the same tile in both views. That answers a more useful question than seeing a long list of settings.
Common questions
Does a price list control which products a retailer can see?
No. Product access and assigned pricing are separate decisions. Review both for the retailer.
Should every retailer have a separate list?
Only when the commercial agreement requires it. A manageable set of clearly named lists is easier to review than many indistinguishable copies.
Explore the relevant workflow
Put the explanation in context.
Product education from CeramicPortal. Examples are illustrative unless identified as recorded product evidence. The available actions depend on your account and assigned access.